Golden State Equity Partners’s State Street SPDR Portfolio Aggregate Bond Index ETF SPAB Stock Holding History

Golden State Equity Partners’s Portfolio SPAB Stock Details SPAB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$791K	Buy	+32,473	New	+$813K	0.05%	404
2026 Q2	–	Sell	-39,124	Closed	-$1M	–	1548
2026 Q1	$1M	Buy	+39,124	New	+$1.01M	0.08%	285
2025 Q4	–	Sell	-32,268	Closed	-$834K	–	525
2025 Q3	$834K	Buy	32,268 +4,814	+18%	+$123K	0.14%	172
2025 Q2	$703K	Sell	27,454 -2,237	-8%	-$56.6K	0.13%	192
2025 Q1	$758K	Buy	29,691 +4,582	+18%	+$116K	0.15%	172
2024 Q4	$627K	Sell	25,109 -28,046	-53%	-$713K	0.12%	197
2024 Q3	$1.39M	Buy	53,155 +28,599	+116%	+$737K	0.22%	102
2024 Q2	$616K	Buy	+24,556	New	+$612K	0.13%	180
2023 Q4	$811K	Sell	31,628 -247	-0.8%	-$6.08K	0.2%	121
2023 Q3	$776K	Buy	31,875 +31,269	+5,160%	+$779K	0.22%	116
2023 Q2	$15.4K	Buy	+606	New	+$15.5K	﹤0.01%	371

Other funds holding SPAB

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Cerity Partners New York $87.3B AUM 22.01% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

Horizon Investments Charlotte, North Carolina $11.6B AUM 26.87% 1-Year Est. Return

Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return

RiverFront Investment Group Richmond, Virginia $8.06B AUM 17.38% 1-Year Est. Return

Tidal Investments Milwaukee, Wisconsin $59.1B AUM 42.33% 1-Year Est. Return

Willow Creek Wealth Management Sebastopol, California $1.52B AUM

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Golden State Equity Partners's SPAB Position: Q3 2026 in Review

Golden State Equity Partners opened a new position in State Street SPDR Portfolio Aggregate Bond Index ETF (SPAB) in Q3 2026: 32,473 shares worth $791K. The stake represents 0.05% of the portfolio and ranks #404 among its holdings. This is a return to the name: Golden State Equity Partners previously reported a position in SPAB as recently as Q1 2026.

Golden State Equity Partners first reported a position in SPAB in Q2 2023 and has held it in 11 quarters since. The position peaked at $1.39M in Q3 2024. 488 funds tracked by Wall St. Rank hold SPAB as of Q3 2026.

Golden State Equity Partners held 32,473 shares of State Street SPDR Portfolio Aggregate Bond Index ETF worth $791K as of Q3 2026.
State Street SPDR Portfolio Aggregate Bond Index ETF was a new Golden State Equity Partners position in Q3 2026.
State Street SPDR Portfolio Aggregate Bond Index ETF made up 0.05% of Golden State Equity Partners's portfolio in Q3 2026, its #404 holding.
Golden State Equity Partners first reported a position in State Street SPDR Portfolio Aggregate Bond Index ETF in Q2 2023 and has held it in 11 quarters since.
Golden State Equity Partners's State Street SPDR Portfolio Aggregate Bond Index ETF position peaked at $1.39M in Q3 2024.
488 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond Index ETF as of Q3 2026.

Based on Golden State Equity Partners's 13F filing for Q3 2026, filed 3 Nov 2026.